Bookkeeping, Controller, and CFO Services for Bonded Contractors
Three service levels from one team that only works with contractors: construction bookkeeping, controller services, and fractional CFO leadership. Start where you are and add more as you grow. Below, see how our CFO work solves the three problems that limit growth: unpredictable cash flow, bonding pressure, and margin erosion.
Three Levels of Service
Job-costed books every month: transactions coded to the right job, reconciliations, receivables, payables, retainage, and monthly financial statements.
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2. Construction Controller Services
Review and oversight on top of your books: job cost setup that matches your bids, billing review, subcontractor compliance, labor burden, and an on-time monthly close.
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Strategic leadership for growth: cash flow forecasting, WIP schedules, bonding capacity planning, and margin improvement.
Cash Flow Uncertainty
The Challenge: Even when projects are profitable, cash can feel like it’s slipping through your hands—delayed payments, retainage held back, and unpredictable expenses. That stress of wondering if payroll and suppliers will be covered can weigh heavy.
The Solution: We build clear, rolling cash flow projections so you know exactly where you stand. By optimizing billing cycles and planning, we make sure you’re never caught off guard. You gain peace of mind knowing your business can weather the ups and downs.
Bonding & Compliance Pressures
The Challenge: Securing or increasing bonding feels like hitting a moving target. Sureties scrutinize every number, every report, every compliance detail. One slip in WIP reporting, job costing, or payroll compliance can hold you back from bigger opportunities.
The Solution: We create “bond-ready” financials. That means accurate reports, clean ratios, and compliance that removes doubt from the surety’s eyes. Instead of feeling like you’re under a microscope, you can step confidently into larger projects knowing your numbers back you up.
Growing Without Losing Profit
The Challenge: Growth is exciting—but it also brings complexity. Multiple jobs running at once, bigger teams rising overhead. Without careful oversight, profits can quietly erode, leaving you working harder without seeing more in the bank.
The Solution: We give you visibility at every level—project, division, and company-wide. With the right KPIs and forecasting, you’ll see which jobs drive profit and where adjustments are needed. That means you can grow with confidence instead of working harder for the same bottom line.
In short: We take the financial stress off your shoulders, so you can focus on building. With clarity, compliance, and confidence—you don’t just survive in this industry, you thrive.​
Construction Accounting and Monthly Close
The financial foundation every CFO decision depends on. Construction-specific chart of accounts, job costing, reconciliations, and a disciplined monthly close, all reviewed with a CFO's eye for what underwriters will ask.
WIP and Financial Reporting
Accurate WIP schedules, job costing, and financial reporting that hold up when your surety, bank, or CPA reviews them.
That means fewer surprises, better visibility, and more confidence going into bond reviews.
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Fractional CFO Support
​​For contractors who need a higher level of financial guidance, we provide CFO-level support around cash flow, working capital, backlog, reporting discipline, and growth planning.
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Our Services
BOND-READY CONTROLLER
Monthly construction accounting built for bonded contractors: books, job costing, Knowify with AIA billing, WIP schedules, and a disciplined monthly close. Every month ends with financials that hold up under surety review. Engagements start with a diagnostic review, with cleanup and Knowify setup available when needed.
TAX PLANNING & PREP
Tax planning and preparation for contractors. Annual or quarterly planning covers entity structure, owner compensation, distributions, and timing, and we prepare your business and owner returns. The goal is to lower what you owe without shrinking the working capital and equity your surety relies on.
CAPACITY CFO
Everything in Bond-Ready Controller, plus CFO-level leadership focused on bonding capacity: forecasting, working capital, margins, retained earnings planning, and bid strategy. We prepare reporting packages for your CPA, bank, and bonding agent. Standalone CFO advisory is also available for contractors with an accounting team already in place.
